There’s a common theme in all three segments of Episode 19 of the podcast: the risk-return trade-off between stocks and bonds. This is hardly an original idea, but it remains one of the most important [...]

Just how well are mutual fund investors faring in Canada? That question isn’t as straightforward as it may seem. The Standard & Poor’s Indices Versus Active (SPIVA) reports are useful for determin [...]

It’s not easy to make a splash in the crowded ETF space these days. Many of the new products we’ve seen in the last year or so have been clones of existing ETFs or exotic specialty funds. Any Canadian [...]

Broad diversification is one of the pillars of the Couch Potato strategy. But getting exposure to thousands of stocks and bonds doesn't mean you have to hold a dozen funds in your portfolio. I recentl [...]

Last September, I wrote a piece for Canadian MoneySaver called An ETF Portfolio With Added Dimension. The article looked at the strategies used by Dimensional Fund Advisors, “the best money management [...]

President’s Choice Financial has long been a favourite of frugal Canadians looking for no-fee banking. But until a reader pointed it out to me recently (hat tip to Greg S), I wasn’t aware that the onl [...]